Ambiki Release Note: Ledger and Patient Payment Tab Updates

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Samuel Okoth avatar

Samuel Okoth 10 months ago

Date: 08/10/2024

We've made several important updates to the Ledger and Payments sections in the patient profile:

  • Soft-Delete Transfers: You can now soft-delete transfers for easier management.

  • Patient-Level Aging Report: A new report has been added to the "Payments" tab, allowing you to track outstanding balances by patient.

  • Invoice Status Fixes: We've corrected an issue with how the "paid" status was displayed on invoices, ensuring more accurate information.

  • Service History Updates: The service history table now clearly shows the patient responsibility payer when applicable.

  • Treatment Report Status Accuracy: We’ve improved the accuracy of treatment report statuses by ensuring updates happen after all records are fully committed.

  • Patient Statement Enhancements: We've resolved some issues with patient statements and added a secondary sort option by Date of Service (DOS) for better organization.

  • Ledger Entry Corrections: Ledger entries now accurately reflect patient responsibility amounts.

  • Copayment Amounts Display: The patient payment method display page now includes copayment amounts for easier reference.

  • New Badge for Payment Methods: We've introduced a distinct badge for patient responsibility payment methods, making it easier to identify them.

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